Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,793 institutions that hold shares in the stock, with a total of 3.14 Billion shares, which have been reported (via 13F filing form) to have a value of $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,083
shares
|
$430,128
0.15% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
6,078
shares
|
$429,775
0.04% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
6,069
shares
|
$429,138
0.37% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
6,061
shares
|
$428,573
0.42% of portfolio
|
Q2 2025
Reduced 23.98%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
6,057
shares
|
$428,290
0.32% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
6,037
shares
|
$426,876
0.1% of portfolio
|
Q1 2025
Added 36.83%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,037
shares
|
$426,876
0.37% of portfolio
|
Q3 2022
Added 4.52%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
6,031
shares
|
$426,452
0.05% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,024
shares
|
$425,957
0.06% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,014
shares
|
$425,249
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
6,013
shares
|
$425,179
0.2% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
6,012
shares
|
$425,108
0.14% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
6,005
shares
|
$424,613
0.11% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
5,997
shares
|
$424,047
0.38% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
5,994
shares
|
$423,835
0.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
5,982
shares
|
$422,987
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
5,960
shares
|
$421,431
0.19% of portfolio
|
Q4 2023
Added 15.89%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
5,950
shares
|
$420,724
0.14% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,945
shares
|
$420,370
0.03% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,939
shares
|
$419,946
0.15% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
5,938
shares
|
$419,875
0.13% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
5,931
shares
|
$419,381
0.06% of portfolio
|
Q3 2023
Added 19.36%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
5,928
shares
|
$419,168
0.06% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
5,927
shares
|
$419,098
0.0% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
5,915
shares
|
$418,249
0.28% of portfolio
|
Q3 2024
Reduced 11.2%
|